Advanced Micro Devices Inc: 1 director

A director at Advanced Micro Devices Inc sold 2,250 shares at 165.010USD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...

The NSR AI datacenter economics cheat sheet

As we spend our days and many of our nights helping you understand what is going on in the world of AI infrastructure, we refine continuously our understanding of the cost of AI, combining our understanding of the economics of every step of the supply chain. We crystalized that in a digestible format today. Everything you need to know about a 1GW datacenter on a single slide.

Daily Views on Tech Headlines

Marvell Technology Inc: 4 directors

Four Directors at Marvell Technology Inc bought 27,200 shares at between 77.090USD and 78.030USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors...

What if OpenAI is Like Enron and Nvidia is Like Cisco

Chinese power semis: Quantifying the risk to Western vendors

Chinese power semiconductor vendors have gained 10pts of global share over the past five years. In this note, we break down where the gains came from, who lost out, and how we expect the competitive landscape to evolve. We also outline the implications for Infineon, onsemi, and STMicro. Please see the link below.

Chinese power semis: Where do they gain share? Against whom?

In this one-slider, we break down where Chinese power semi vendors have gained share over the last 5 years, where they’ve struggled, and what’s driving both trends.

Daily Views on Tech Headlines

NVIDIA Corp: 1 director

A director at NVIDIA Corp sold 225,000 shares at 178.695USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

Micron 4FQ25: Our thesis played out. Earnings revision to meet multipl...

Micron reported 4FQ25 last night. Please click the link below for our take on the print.

Daily Views on Tech Headlines

We would again point out that 1) price increases of this magnitude are well ahead of MU's implied guide last night and 2) that there is a very strong possibility that limited ability to add capacity in the intermediate term creates a longer term positive cycle for memory (for the first time since 2

Wedbush Morning Call - Sep 24 2025 6:56AM

Belay On? Climbing into the First Prolonged Upcycle since 2018?

Oracle: What will life after giant RPOs look like?

Oracle entered a 4.5GW, $300bn, 5-year contract with OpenAI, starting 2027. In our note yesterday, we showed what we know of the deal suggests balanced and straightforward economics, over the life of the contract. Today we extend the analysis: GPUs aren’t scrapped after 5 years, and Oracle may in reality, after these contracts, boost profitability, monetizing fully depreciated assets, much like TSMC at the lagging edge.

Daily Views on Tech Headlines

Nvidia and OpenAI Deal Another Ryder Cup Moment for AI Revolution

Nvidia-OpenAI deal magic: cutting the ground from under the ASIC threa...

Just off the press, our immediate reaction to the giant deal Nvidia and OpenAI announced today, summarized on a single slide.